HENDERSON COUNTY UNITED WAY (EIN 751638907) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

GREG FIGUEROA

Phone

9032882808

Tax Period

2023-10-01 to 2024-09-30

HENDERSON COUNTY UNITED WAY, founded in 1977, is a small nonprofit that reported $129K in total revenue in fiscal year 2023. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $230K exceeded revenue, resulting in a 78% operating deficit.

Mission

TO AID LOCAL AGENCIES HEALTH AND HUMAN SERVICES AGENDA BY ENGAGING RESIDENTS, CORPORATE CITIZENS, AND OTHER STAKEHOLDERS IN SUSTAINED COLLABORATIVE EFFORTS TO IMPROVE CONDITIONS IN HENDERSON COUNTY AREA.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $128,554

Program Service Revenue $0

Investment Income $324

Other Revenue $0

TOTAL REVENUE $128,878

Expense Breakdown

Grants Paid $113,500

Salaries & Benefits $88,861

Fundraising Expenses $2,590

Program Expenses $221,904

Other Expenses $27,206

TOTAL EXPENSES $229,567

Year-over-Year Comparison

	2023	2022	Change
Revenue	$128,878	$269,078	-0.5%
Expenses	$229,567	$332,666	-0.3%
Net Income	$-100,689	$-63,588	+0.6%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$87,381

Total Directors

$87,381

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG FIGUEROA	PRESIDENT	1.00	Officer Director	$0	$0	$0
TERRI GREGORY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARY VALENTIN	TREASURER	1.00	Officer Director	$0	$0	$0
ELIZABETH CLAMPITT	DIRECTOR	1.00	Director	$0	$0	$0
VICTORIA DUMONT	DIRECTOR	1.00	Director	$0	$0	$0
CAROLINE FIGUEROA	DIRECTOR	1.00	Director	$0	$0	$0
RANDALL INGLE	DIRECTOR	1.00	Director	$0	$0	$0
KAYLA JORDAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID KNOWLES	DIRECTOR	1.00	Director	$0	$0	$0
TRACEY WALKER	DIRECTOR	1.00	Director	$0	$0	$0
KILENA UNDERWOOD	EXECUTIVE DIRECTOR	40.00	Officer Director	$87,381	$0	$87,381

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$128,878	$229,567	$14,495	$-100,689
2023	$269,078	$332,666	$120,405	$-63,588
2022	$268,837	$264,893	$179,237	$3,944

HENDERSON COUNTY UNITED WAY